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Are you struggling to identify the most effective marketing automation solution for your Microsoft Dynamics 365 environment? When you're feeling overwhelmed about where to begin with the selection process, it's best to start in a place of analysis. We help explain the steps in this eBook.

Pinpointing where to start the marketing automation selection process for your Microsoft Dynamics 365 environment may feel like a daunting task. In order to select the best fit for your system and organization, you should know what you desire or need from a marketing automation solution. Before we move into desires and needs, let’s review what marketing automation is. Today, we often define marketing automation as software platforms or technology that is designed for marketing departments and organizations to help them more effectively market on multiple channels and automate tasks. So, to know what you want from a marketing automation solution, you may ask yourself: “How can I more effectively market on multiple channels,” or “What tasks can become automated for my team”? You may need more multichannel integration offerings. You may want a social publishing tool that reduces the need for you to move back and forth between windows as you work. You may want email nurture campaigns to seed automatically based on audience behavior. Once you and your team have carefully thought about what you want and need from a marketing automation solution by conducting a thorough business analysis, you can begin to dive into what it means to select the right system for your Microsoft Dynamics 365 environment. In this eBook, Ledgeview Partners and ClickDimensions walk you through key considerations to set yourselves up for success.